Convert a prospect into a client when you start working for them.
When this conversion is complete, this prospect's details will move from the prospect list to the client list, and from the prospect record into the client record.
Cause
Resolution
Select the prospect you want to convert.
Click the Prospect actions menu and select Convert prospect to client.
Select a folder destination for the converted client, then click Convert.
NOTE:All existing relationships will remain the same.
